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ALCBX vs RLBEX
ALCBX vs RLBEX Comparison
Open Charts ALCBX vs RLBEX
ALPS/Smith Balanced Opportunity C
Price$11.79
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets11.34M
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ALCBX vs RLBEX Comparison Chart
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ALCBX vs. RLBEX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALCBX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. ALCBX (11.3M). RLBEX pays higher dividends than ALCBX: RLBEX (1.98) vs ALCBX (0.88). ALCBX was incepted earlier than RLBEX: ALCBX (5 years) vs RLBEX (23 years). ALCBX (3.33) is less costly to investors than RLBEX (0.59). ALCBX is a more actively managed with annual turnover of: 131.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than ALCBX: RLBEX (250) vs ALCBX (2500). RLBEX annual gain was more profitable for investors over the last year : 4.73 vs. ALCBX (-3.51).
| ALCBX | RLBEX | ALCBX / RLBEX | |
| Total Expense Ratio | 1.85 | 0.59 | 314% |
| Annual Report Gross Expense Ratio | 3.33 | 0.59 | 564% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -2.641 | 0.425 | -622% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 234B | 0% |
| Annual Yield % from dividends | 0.88 | 1.98 | 45% |
| Returns for 1 year | -3.51 | 4.73 | -74% |
| Returns for 3 years | 10.78 | 21.84 | 49% |
| Returns for 5 years | N/A | 36.69 | - |
| Returns for 10 years | 4.19 | 52.56 | 8% |
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